Learn how to optimize your financial assets for maximum growth, safety, and tax benefits with expert Doug Andrew. Discover key strategies for asset repositioning, enhancing liquidity, and leveraging Indexed Universal Life (IUL) insurance for superior returns. Perfect for anyone looking to secure their financial future and minimize taxes
00:00:00 Introduction to Asset Optimization
00:01:40 Three Dimensions of Wealth
00:02:06 Eight Asset Categories for Optimization
00:03:01 Repositioning Assets into IUL
00:04:05 Client Assessment with Green Sheet
00:05:39 Illustrating Better Financial Outcomes
00:08:16 Real Estate Management Strategies
00:11:39 Key Client Questions for Optimization
00:18:45 Optimizing Emergency Funds
00:20:12 Pension Maximization Explained
00:22:29 Strategic Rollouts and Tax Benefits
00:24:11 Want to learn more? Then get a free copy of my books!
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What To Watch Next
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How a Max Funded IUL Can Earn Tax-Free Returns that are Safer & Higher than Banks Offer
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